Consulting and Training

The accounting world is going digital.

Cloud software can help you run your business more effectively.

Are you a self-employed business owner doing your own bookkeeping?

I can introduce you to accounting in the cloud. I can show you what it has to offer to your business.

My Consulting and Training Services

I offer three packages to help move your business to cloud accounting software.



If you are technically minded and are planning to set yourself up with an online digital accounting package, I offer you a ‘Consultation Only’ package to help you to make the transition smoothly.

This is a one-off, one to one consultation for up to two hours during which we will discuss your current business requirements and your ambitions for the future. I will demonstrate different cloud accounting software to see which feels intuitive to you and help you to choose your best fit accounting software package. I will give guidance regarding your setup and how to customise your software. I will make recommendations regarding ongoing processes to help you to make the most of your digital software.

Just a single consultation will put you in a strong position to get up and running smoothly from the start.



If you are looking for someone to take your business through the transition process on your behalf, I offer you a ‘Software Setup and Training’ service.

This includes four steps:

Initially we will meet for an hour to analyse your business requirements and I will demonstrate different software to find the solution which is best for you.

Then I will set up the software on your behalf using data provided by you. This will include set up of organisation and financial settings, opening balances, Chart of Accounts based on your current system where possible, help with setting up bank feeds, setting up automation, invoice templates, payment methods, etc, as needed.

Your one to one training will be tailored to the tasks you need within your business. This will typically include (dependant on software level) allocating your bank transactions to their appropriate categories, creating and issuing invoices and uploading receipts. You will learn on your own software and will also be able to practice on Demo company data. I will give advice on security, ongoing routines for digital bookkeeping and show you how to produce reports to help you to better understand your business finances to make better decisions.

Finally we will meet again from one to six months later, as appropriate, for further training to review your routines, explore further efficiencies, possible additional automation and to extend your digital skills.



This package is for you if you are you running a more complex business and require set up and training using more extended software features, to include Projects (good for architects, etc) and inventory tracking.

I will load up historical data and give training on bulk reconciliation, give advice on integration of add-on apps
and set up customised reporting.

This service also includes ongoing support.

Additional Services

Caz Consulting & Training will also offer Additional Services.
This includes:

● Ongoing software support
● Additional training
● Assisting with historical data entry
● More services on request.

Bookkeeping Services

Note: This is not a bookkeeping service this is a migration and training service.
I will not undertake to reconcile bank statement lines or issue invoices on your behalf.

For details of my bookkeeping services please click here.

You should approach your accountant for financial advice regarding business tax planning.